Tariff Quote Watch: Ralph Lauren Follows the Fashion for Baggy Inventories July 31, 2019 Ralph Lauren has taken a “decision to accelerate select portions of inventory to get ahead of potential China tariffs” according to CFO Jane Nielsen. The firm will also “continue to opportunistically evaluate” its stocking policy as tariff risks evolve as well as seeking to “diversify our glob... Read more →
Panjiva Daily: Hong Kong escalation exposures; Trump’s next target – Vietnam July 31, 2019 A further escalation in tensions in Hong Kong loom, raising the risk of U.S. intervention via trade policy – the electronics sector could be among the biggest losers if that happens. Vietnam looks set to be the next target for the Trump administration’s tariff policies. Also: Ralph Lauren foll... Read more →
Tariff Quote Watch: Ralph Lauren Ready to Realign Supply Chain in Response to Tariffs November 6, 2018 Retailer Ralph Lauren has indicated it has a minimal exposure to American duties on Chinese imports so far, though CEO Patrice Louvet has stated the firm is “continuing to diversify our supply chain to mitigate the long term impact of potential tariff scenarios.” The firm has already been cutt... Read more →